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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

264 hedge funds and large institutions have $1.63B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2020 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 95 increasing their positions, 101 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-18
Holders Change %
-6.38%
% of All Funds
5.43%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.43%
New
24
Increased
95
Reduced
101
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$43.8M
2
Ameriprise
Ameriprise
Minnesota
+$36M
3
AA
Alesco Advisors
New York
+$25.7M
4
TWA
Tillar-Wenstrup Advisors
Ohio
+$10.5M
5
Wells Fargo
Wells Fargo
California
+$10.2M

Top Sellers

1
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
-$25.4M
2
IA
IndexIQ Advisors
New York
-$17.6M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$15.2M
4
PIM
Penobscot Investment Management
Massachusetts
-$15.2M
5
UBS Group
UBS Group
Switzerland
-$11.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
251
Litman Gregory Wealth Management
California
$9K – – –
CFFP
252
Center for Financial Planning
Michigan
$9K – – –
IF
253
Ironwood Financial
Arizona
$8K – – –
US Bancorp
254
US Bancorp
Minnesota
$7K – – –
CMBA
255
C.M. Bidwell & Associates
Hawaii
$7K – – –
GI
256
Gradient Investments
Minnesota
$3K – – –
CAL
257
Capital Analysts LLC
Pennsylvania
$3K – – –
JFA
258
JNBA Financial Advisors
Minnesota
$2K +$27 +1 +1%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +75 New
HGWM
260
Harvest Group Wealth Management
Massachusetts
$1K – – –
Carson Wealth (CWM LLC)
261
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
CCM
262
Cribstone Capital Management
Maine
$1K – – –
WCM
263
Windham Capital Management
Massachusetts
– -$10.9M -369,854 Closed
CCMG
264
Clark Capital Management Group
Pennsylvania
– -$8.36M -284,395 Closed
WCA
265
Westover Capital Advisors
Delaware
– -$6.38M -216,878 Closed
ATFA
266
All Terrain Financial Advisors
Minnesota
– -$6.29M -214,000 Closed
SI
267
SimpliFi Inc
California
– -$3.04M -103,316 Closed
IAP
268
Indie Asset Partners
Indiana
– -$3.01M -102,450 Closed
Bank of Nova Scotia
269
Bank of Nova Scotia
Ontario, Canada
– -$2.01M -68,333 Closed
FNC
270
First National Corp
Massachusetts
– -$7.26M -48,591 Closed
CWA
271
Capital Wealth Alliance
Arizona
– -$1.34M -45,449 Closed
BFG
272
Bouchey Financial Group
New York
– -$1.33M -45,360 Closed
MWA
273
MFA Wealth Advisors
Pennsylvania
– -$1.22M -41,587 Closed
PCS
274
Personal CFO Solutions
New Jersey
– -$1.1M -37,285 Closed
HC
275
HNP Capital
New York
– -$893K -29,724 Closed
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